Microsoft Office Automation

Many people don’t understand the power of Microsoft Office and how all the Microsoft Office applications can communicate with each other or other systems to streamline workflow within your business. Below are some examples of automation that can be done in Microsoft Office.

Create Word documents on the fly to populate letters, envelopes and custom reports based on data in a database

Create functionality that can open up a Word template, fill the document with data, print the document and save the document with 1 click of a button

Create functionality that can open up an Excel spreadsheet and populate it with data

Create functionality that can open up an Excel spreadsheet and populate it with information as well as determine where to insert/delete rows if needed to keep the integrity of formulas in tact

Microsoft Excel

Create worksheets that have to be validated before the system lets the user save the spreadsheet

Create worksheets that can read information from another system (i.e. database) to populate dropdown boxes, etc

Create company expense report that saves the information into a database for summary/analysis purposes

Combine data from multiple Excels spreadsheets/worksheets to create a new formatted Excel spreadsheet

Create automations that can open a master spreadsheet with many tabs and determine which of the tabs (single or multiple) need to be populated with data and which tabs need to be removed from the spreadsheet if they aren’t needed

Create automations to eliminate people having to re-key/massage/format data

Microsoft Word

Create documents that can read information from another system (i.e. database) to populate dropdown boxes, etc

Create documents that have to be validated before the system lets the user save the document

Create documents that upon saving can save the information on the document into a database

Create documents that can popup and format an Outlook email with data from the document to be sent out upon saving a document

Microsoft Outlook

Create custom forms that can be validated before sending to a person/group

Create custom forms that can save information on the form to an Excel spreadsheet or database